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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,278 | $89,532-63.9% | $103,431-68.8% | $80,911-60.1% |
| Participation rate | 80.5% | 76.0%+4.5pp | 80.5%0pp | 67.6%+12.8pp |
| Annual return | 10.96% | 22.80%-11.8pp | 23.92%-13.0pp | 35.63%-24.7pp |
| Employer contribution / active EE | $508 | $4,023-87.4% | $4,678-89.1% | $2,756-81.6% |
| Participant deferral / active EE | $4,491 | $5,459-17.7% | $6,625-32.2% | $4,297+4.5% |
| Admin fee / account holder | $238 | $6,774-96.5% | $9,412-97.5% | $6,935-96.6% |